|
1
|
Arete Wealth Advisors
Chicago,
Illinois
|
$16M
|
+$15.2M
|
+505,197
|
New
|
|
|
2
|
NFP Retirement Inc
Aliso Viejo,
California
|
$3.96M
|
+$2.17M
|
+72,314
|
+136%
|
|
|
3
|
Harbor Group
Bedford,
New Hampshire
|
$3.85M
|
+$1.48M
|
+49,307
|
+68%
|
|
|
4
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.04M
|
+$309K
|
+10,301
|
+12%
|
|
|
5
|
Trust Company of Kansas
Wichita,
Kansas
|
$2.99M
|
+$965K
|
+32,172
|
+52%
|
|
|
6
|
Summit Asset Management
Memphis,
Tennessee
|
$2.29M
|
+$527K
|
+17,579
|
+32%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.96M
|
+$307K
|
+10,250
|
+20%
|
|
|
8
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$1.73M
|
+$436K
|
+14,552
|
+36%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.54M
|
+$391K
|
+13,024
|
+36%
|
|
|
10
|
WNY Asset Management
Williamsville,
New York
|
$1.43M
|
-$29.7K
|
-990
|
-2%
|
|
|
11
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$1.07M
|
+$239K
|
+7,961
|
+31%
|
|
|
12
|
MAI Capital Management
Independence,
Ohio
|
$684K
|
+$648K
|
+21,622
|
New
|
|
|
13
|
Townsend Asset Management
Raleigh,
North Carolina
|
$606K
|
+$179K
|
+5,956
|
+45%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$486K
|
-$16.3K
|
-545
|
-3%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$379K
|
+$359K
|
+11,979
|
New
|
|
|
16
|
Kestra Private Wealth Services
Austin,
Texas
|
$368K
|
+$349K
|
+11,625
|
New
|
|
|
17
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$341K
|
+$64.9K
|
+2,165
|
+27%
|
|
|
18
|
Aveo Capital Partners
Englewood,
Colorado
|
$338K
|
-$1.38K
|
-46
|
-0.4%
|
|
|
19
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$289K
|
+$274K
|
+9,134
|
New
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$272K
|
+$258K
|
+8,598
|
New
|
|
|
21
|
First Foundation Advisors
Irvine,
California
|
$255K
|
+$242K
|
+8,069
|
New
|
|
|
22
|
Linscomb Wealth
Houston,
Texas
|
$218K
|
+$206K
|
+6,882
|
New
|
|
|
23
|
Steph & Co
Marinette,
Wisconsin
|
$55K
|
+$52.5K
|
+1,750
|
New
|
|
|
24
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$44.1K
|
+$28.6K
|
+954
|
+216%
|
|
|
25
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$44K
|
+$30.8K
|
+1,026
|
+293%
|
|
